MHWM
Montz Harcus Wealth Management’s Vanguard Short-Term Bond ETF BSV Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $236K | Buy |
+2,993
| New | +$236K | 0.11% | 75 |
|
|
2023
Q4 | – | Sell |
-3,063
| Closed | -$230K | – | 58 |
|
|
2023
Q3 | $230K | Sell |
3,063
-58
| -2% | -$4.36K | 0.2% | 45 |
|
|
2023
Q2 | $236K | Buy |
3,121
+82
| +3% | +$6.2K | 0.2% | 49 |
|
|
2023
Q1 | $232K | Buy |
3,039
+73
| +2% | +$5.58K | 0.21% | 47 |
|
|
2022
Q4 | $223K | Buy |
2,966
+32
| +1% | +$2.41K | 0.22% | 47 |
|
|
2022
Q3 | $219K | Buy |
2,934
+196
| +7% | +$14.6K | 0.24% | 47 |
|
|
2022
Q2 | $210K | Buy |
+2,738
| New | +$210K | 0.22% | 50 |
|